Wealth Planning

Set bespoke solutions into place to secure your wealth through the long-term

The success of tomorrow relies upon the seeds of today

In today’s increasingly complex market and regulatory landscape, Julius Baer’s Wealth Planners can support you and your family with long-term financial planning solutions that can weather all seasons.

A holistic advisory process for sophisticated investors

You can trust Julius Baer’s Wealth Planners to employ a holistic advisory process as well as draw upon a well-established network of external specialists and providers when devising the best possible solutions to meet your needs. The solutions will be provided on a best effort basis to meet your requirements so that they are in line with the increasingly complex regulatory environment.

Julius Baer’s comprehensive wealth planning services

Wealth overview and financial planning – Enabling you to attain a complete overview of your financial status, forming the base for discussions concerning the systematic planning of your wealth from various angles including finance, tax and estate planning.

Philanthropy – Helping you to make charitable donations that reflect your family’s values and passions, create a legacy for future generations, and bring about change. In addition, philanthropy can be helpful in wealth planning and strengthening family cohesion. The options for philanthropic giving are broad.

Services for entrepreneurs – Assisting entrepreneurs in understanding the challenges associated with family, business and financial situations and offering solutions covering every issue. You will receive competent support covering taxes, law, governance and the operational and financial procedures for balancing family and enterprise.

Succession planning – Helping you to arrange your wealth so that it can be passed on to future generations according to your wishes.

Additional information

Are you interested in learning more about Julius Baer’s wealth planning services? Your relationship manager would be delighted to provide you with more detailed information.

Certain products and services of the Julius Baer Group are not accessible to residents and/or nationals of certain countries. Website users are therefore asked to consult the Terms of use applicable to this website and to contact their nearest Julius Baer entity (“Locations”) for information on products and services available in their country. Furthermore, users may consult their legal/tax advisors should they require any clarifications on the interpretation of the Terms of use.